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Ovata Capital Management’s LPL Financial LPLA Stock Holding History

Ovata Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$3.27M – 52
2025
Q1 		$3.27M Buy
+10,000
New +$3.48M 1.24% 18
2020
Q3 		– Sell
-360
Closed -$28K – 134
2020
Q2 		$28K Buy
+360
New +$24.1K 0.01% 139

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ovata Capital Management's LPLA Position: Q2 2025 in Review

Ovata Capital Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 10,000 shares — an estimated $3.27M sold.

Ovata Capital Management first reported a position in LPLA in Q2 2020 and held it in 2 quarters. The position peaked at $3.27M in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Ovata Capital Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Ovata Capital Management sold 10,000 LPL Financial shares in Q2 2025, an estimated $3.27M.
  • Ovata Capital Management first reported a position in LPL Financial in Q2 2020 and held it in 2 quarters.
  • Ovata Capital Management's LPL Financial position peaked at $3.27M in Q1 2025.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Ovata Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.